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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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While some may think of Washington, D.C. as a divisive place, there is plenty there that unites us as Americans, from historical and cultural sites to memorials and museums like the Smithsonian National Museum of…
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Philanthropy includes contributions of all different kinds of offerings, including our treasure, time, talent, ties and testimony. All of these diverse ways of giving are relevant and important to fostering community strength and well-being. Time,…
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Working as a financial services professional, you probably are asking two things about your career: What is best for my clients? And, what’s best for me? At a bigger firm, it’s harder to make a…
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By Deb Dubin, Chief Philanthropy Officer We often share information with clients who are looking to respond to contemporaneous natural and humanitarian disasters, from flooding to earthquakes to wildfires to war. The Center for Disaster…
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Navigating the complexities of personal finance can be daunting. That’s why a career in financial services can be so rewarding: you’re helping give people peace of mind and greater confidence in their financial future. But…
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By Deb Dubin, Chief Philanthropy Officer I’m often asked for the best place to look for unbiased, honest evaluations of nonprofits and their performance. The quick answer: there isn’t one trusted place that you can…
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Embarking on a career in financial services is a pivotal step towards your long-term success. At Moneta, we believe that this journey shouldn’t entail pressuring your family and friends to buy products or relying solely…
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By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand…
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Charitably inclined clients often ask their financial advisors: what percentage of my assets should I be giving away each year? The simple answer: that there is no “one-size-fits-all” number, and personal choice ultimately dictates the…
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If you’ve been juggling your work life, family life, and financial life, you’re not alone. Cognitive dissonance can be both ironically humorous and deeply unsettling depending on how long you think about it. As a…
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You were so busy building your business that you never took time to consider an exit plan – now what? So far away, and yet so close. That’s probably how the time horizon for selling…
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Think you know your retirement number? Think again. More specifically, think differently. The concept of a singular retirement age isn’t helpful once you start thinking about it. A one-size-fits-all standard would be particularly absurd, but…
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For newer philanthropists and seasoned donors seeking to make an impact, Giving Circles can serve as a terrific source of sector knowledge and insights about community needs. Giving Circles create opportunities for donors to pool…
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We understand the importance of achieving professional success without compromising your personal goals. At Moneta, you can embark on a fulfilling, long-term career while still maintaining a rich and rewarding personal life. We prioritize family…
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“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity’s outlook remains well-positioned despite…
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QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov, American Writer The bull kept running in the first quarter despite any number of reasons…
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By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture are better equipped to stand the test of time. It’s no exaggeration to say this is…
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Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders,…
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Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…